Kevin Klok

Kevin Klok

CFP®, CWS®
Managing Director, Sr. Partner
Holland, MI
kevin.klok@bluetrust.com
(616) 392-3108
Follow on LinkedIn

Kevin Klok is a managing director for the Private Wealth division and senior partner of Blue Trust.

As managing director, Kevin oversees the day-to-day operations, growth, and expansion of the office in Holland, Michigan. In addition to his leadership role, Kevin works with individuals, families, and businesses, using his objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help clients focus on the things that matter most to them. Kevin and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Kevin’s past financial experience includes the founding of MASTERPLAN, a fee-based financial planning and investment advisory firm serving individuals and closely held businesses, as well as project management and professional engineer with CWA WALKER, an engineering firm.

Kevin earned his BS in civil engineering and his master’s degree in civil engineering from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®).

Kevin and his wife, Suzanne, live in Holland, MI and have three children and one grandchild.

 
123

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.